Adding Client Groups Finworks

Adding Client Groups Finworks Adding client groups client groups can be added under the the system main menu: investor accounts can then be linked to a specific client group also see client groups on dealer instructions. Since regular deployments are done, with enhancements and new functionality, the information in this guide is subject to change without prior notice. therefore, finworks cannot be held responsible for errors or omissions.

Adding Client Groups Finworks To add a client group, do the following: open dashboard, click configuration on the navigation panel, and then click client groups under client manager. click new > client group in the create group on the home tab, or right click and select new > client group from the menu. Transform, protect, and orchestrate data from various sources using the finworks data management solution to give a trusted, secure and complete perspective of customer, business and transactional data enabling organizations to secure and optimize their data flow. Different client groups can be created and selected on an investor account. the group can then be used as a filter on instruction lists or when dealer instructions are created. Go to ‘client group document’ under ‘more actions’ on a dealer instruction. the document will display the details of the dealer instruction per account, client group and instrument.

Adding Client Groups Finworks Different client groups can be created and selected on an investor account. the group can then be used as a filter on instruction lists or when dealer instructions are created. Go to ‘client group document’ under ‘more actions’ on a dealer instruction. the document will display the details of the dealer instruction per account, client group and instrument. First select the group’s link from the list of active employers. the employer’s detail view is displayed, listing the summary totals for each type of instruction, per product. there are also sections to distinguish between existing business and new business. User groups is a user management feature. it makes it easier for superusers to manage permissions and other user account settings for a group of users. 1. select the groups tab. 2. select the create button located on the bottom left of the window. 3. a popup called new group will be displayed. To add a new client group, do the following: 1. log in to the management tool as a user with the administrative client installation and management permission. 2. click the clients navigation link (on the left). 3. on the clients page that opens, select the client groups tab, and then click the add client group button (in the top right of the page). Where a template contract and default instruction group has been linked to a product, the instruction group can automatically be added to the contract when a new investor is created.

Adding Client Groups Finworks First select the group’s link from the list of active employers. the employer’s detail view is displayed, listing the summary totals for each type of instruction, per product. there are also sections to distinguish between existing business and new business. User groups is a user management feature. it makes it easier for superusers to manage permissions and other user account settings for a group of users. 1. select the groups tab. 2. select the create button located on the bottom left of the window. 3. a popup called new group will be displayed. To add a new client group, do the following: 1. log in to the management tool as a user with the administrative client installation and management permission. 2. click the clients navigation link (on the left). 3. on the clients page that opens, select the client groups tab, and then click the add client group button (in the top right of the page). Where a template contract and default instruction group has been linked to a product, the instruction group can automatically be added to the contract when a new investor is created.

Adding Users To Groups To add a new client group, do the following: 1. log in to the management tool as a user with the administrative client installation and management permission. 2. click the clients navigation link (on the left). 3. on the clients page that opens, select the client groups tab, and then click the add client group button (in the top right of the page). Where a template contract and default instruction group has been linked to a product, the instruction group can automatically be added to the contract when a new investor is created.